The Finance Marketing Podcast

In this episode of The Finance Marketing Podcast, Hillary sits down with Tony Steuer to chat about the value of taking strong, clear stances in your area of expertise to develop your thought leadership. Among other things, Tony shares how his journey through writing, publishing, and speaking has led to major achievements such as having his books used in college courses, reference libraries, and insurance training curricula. Connect With Tony:Website: TonySteuer.comLinkedIn: Tony Steuer, CLU, LA, CPFFEInstagram: @tonysteuerauthorPodcast: The Get Ready Money Podcast (Spotify)Books: Amazon Books pageTo make sure you never miss an episode, sign up for The Finance Marketing Podcast Newsletter and subscribe to the show on your favorite listening app.Join the 7-Day Email List Growth Sprint: www.monetacopy.com/emailsprintWe always appreciate reviews on Apple Podcasts!

In this episode of The Finance Marketing Podcast, host Hillary invites Steven Courson, expert thought leader in the realm of finance and lifestyle design. The conversation peels back the layers on the intersection of financial coaching, digital products, and personal branding. Steven shares his inspiring journey from a dissatisfied corporate sales professional to an empowered financial coach and digital entrepreneur who retired early to help others reshape their financial lives.Steven delves into actionable strategies for developing and marketing digital products within the finance industry. He emphasizes the importance of lifestyle design in personal finance coaching and the role it plays in helping clients uncover their true desires and financial goals. Steven's approach challenges conventional norms, advocating for clarity on what individuals truly want out of their lives before diving into the monetary aspects.Connect With Stephen:Website: CoursonSolutions.comLinkedIn: Stephen CoursonYouTube: @StephenCoursonTo make sure you never miss an episode, sign up for The Finance Marketing Podcast Newsletter and subscribe to the show on your favorite listening app.Join the 7-Day Email List Growth Sprint: www.monetacopy.com/emailsprintWe always appreciate reviews on Apple Podcasts!

Dive into a transformative conversation with Rahkim Sabree, a pivotal voice at the crossroads of finance, mental health, and the impact of racial dynamics on financial well-being. In this episode, Rahkim, a financial therapist, accredited financial counselor, and published author, shares his unique journey from the banking floor to becoming a renowned author and speaker on financial trauma.Whether it's his initial leap into authorship driven by a desire for personal healing or his strategic pivot to address the financial content his audience craved, Rahkim's journey is a testament to the power of authentic voice and targeted messaging in crafting a resonant personal brand.Resources:Website: RahkimSabree.comNewsletter: Overcoming Financial TraumaLinkedInInstagramTwitter/XRahkim's Forbes columnBooksMentorship: The PlaybookFinancially IrresponsibleF.L.O.W. WorkbookTo make sure you never miss an episode, sign up for The Finance Marketing Podcast Newsletter and subscribe to the show on your favorite listening app.Join the 7-Day Email List Growth Sprint: www.monetacopy.com/emailsprintWe always appreciate reviews on Apple Podcasts!

In this episode of The Finance Marketing Podcast, host Hillary interviews Dave Won, Founder & CEO of Budget Captain and masterful storyteller of the often overlooked emotional relationship people have with money.From Dave's initial foray into Instagram marketing to mastering LinkedIn's professional landscape, the episode unpacks the strategic shifts that propelled his business forward. Hillary and Dave discuss the importance of authenticity, the challenge of vulnerability, and how truly understanding and caring for your audience can amplify your marketing efforts. By charting his journey from B2C to B2B, Dave emphasizes the universal relatability of financial stress and how it translates into meaningful corporate partnerships.Resources:LinkedIn: Dave WonWebsite: Budget CaptainTEDx Talk: You're Not Bad With Money [COMING SOON]To make sure you never miss an episode, sign up for The Finance Marketing Podcast Newsletter and subscribe to the show on your favorite listening app.Join the 7-Day Email List Growth Sprint: www.monetacopy.com/emailsprintWe always appreciate reviews on Apple Podcasts!

In this episode, Hillary interviews Mando Salivanti, a strategic financial planner for SaaS professionals. Mando shares his journey into the financial advising field and how he developed his own unique brand within a large firm. He discusses the importance of connecting with clients on an emotional level and how he shifted his content strategy to resonate with his target audience. Mando also shares his process for consistent content creation on LinkedIn, his strategies for working within compliance guidelines, and the impact his marketing efforts have had on his business.LinkedIn: Mando Sallavanti III, CFPNewsletter: Sallavanti.comDisclosure: Armando Sallavanti is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. Supervisory Office: 2 Bala Plaza, Ste 901, Bala Cynwyd, PA 19004. Tel: 610.766.3000. Sallavanti Financial Services Co. is not a subsidiary or affiliate of MML Investors Services, LLC. or its affiliated companies. MassMutual refers to Massachusetts Mutual Life Insurance Company (Springfield, MA 01111-0001)To make sure you never miss an episode, sign up for The Finance Marketing Podcast Newsletter and subscribe to the show on your favorite listening app.Join the 7-Day Email List Growth Sprint: www.monetacopy.com/emailsprintWe always appreciate reviews on Apple Podcasts!

Unlock the secrets of building a strong personal brand in the finance industry with today's guest, Sean Mullaney—the Plutus Award-winning blogger of FITaxGuy.com. In this episode, you'll learn how to zero in on your target audience and become an authority in your niche. Whether it's starting with a single blog or a gathering of like-minded individuals, Sean's advice is a testament to the power of starting small and scaling as your business grows. From his book on solo 401ks to his growing YouTube channel, Sean leverages each platform in his marketing strategy to foster connections and showcase his expertise. He talks about the balancing act of content creation, sharing his personal anecdotes on writing a book, navigating video production, and embracing 'imperfect action.'Connect With Sean:Blog:The FI Tax GuyYouTube: Sean Mullaney VideosTwitter: @SeanMoneyAndTaxBook: Solo 401(k): The Solopreneur's Retirement AccountWebsite: Mullaney FinancialTo make sure you never miss an episode, sign up for The Finance Marketing Podcast Newsletter and subscribe to the show on your favorite listening app.Join the 7-Day Email List Growth Sprint: www.monetacopy.com/emailsprintWe always appreciate reviews on Apple Podcasts!

When faced with a sudden career shift, Michael E. Pyle dove headfirst into LinkedIn to build the financial planning business he'd been dreaming of behind the scenes. Tune in as we explore Michael's move from software sales to establishing himself as a financial advisor who brings a fresh and relatable perspective to sales professionals grappling with the roller coaster of commission-based income. On LinkedIn, Michael blends authenticity with humor to build true, genuine connections online. In this episode, he sheds light on how his voice has evolved on LinkedIn into what it is today and how he manages to show up consistently despite his busy schedule.Connect with Michael:LinkedIn: Michael E. PyleWebsite: Challenge Everything Financial PlanningTo make sure you never miss an episode, sign up for The Finance Marketing Podcast Newsletter and subscribe to the show on your favorite listening app.Join the 7-Day Email List Growth Sprint: www.monetacopy.com/emailsprintWe always appreciate reviews on Apple Podcasts!

Today's guest is Thomas Kopelman of AllStreet Wealth, a financial planner who's turned the art of content creation into a science. Thomas unveils how content marketing — from blogging  to podcasting, from social media to YouTube channels — can be used to create a magnetic brand that attracts ideal clients. In this episode, Thomas is sharing how he manages to market his business consistently and effectively while maintaining a full client load.Connect with Thomas:Blog: The Long Game BlogYouTube: Thomas KopelmanPodcast: The Long Game PodcastTwitter: @TKopelmanLinkedIn: Thomas KopelmanWebsite: AllStreet WealthKitces Article: Repurposing Digital Marketing Content: How I Grew My RIA Revenue To $16K/Month In Less Than 14 MonthsTo make sure you never miss an episode, sign up for The Finance Marketing Podcast Newsletter and subscribe to the show on your favorite listening app.Join the 7-Day Email List Growth Sprint: www.monetacopy.com/emailsprintWe always appreciate reviews on Apple Podcasts!

Are you a financial advisor, money coach, or maybe even a CPA struggling to consistently — and effectively — market your business and get great-fit clients?If you’re ready to find a marketing strategy that works for YOU: One that’s easy, that you can commit to, and that actually results in more clients — then The Finance Marketing Podcast is for you.Listen now to hear why!To make sure you never miss an episode, sign up for The Finance Marketing Podcast Newsletter and subscribe to the show on your favorite listening app.Join the 7-Day Email List Growth Sprint: www.monetacopy.com/emailsprintWe always appreciate reviews on Apple Podcasts!